A considered conversation
Privacy, confidentiality
and important information.
Selling a business can involve personal, commercial and highly sensitive information. This page explains how we approach early conversations, protect the information you share and set clear expectations.
Last updated 16 September 2026
Confidentiality
Discreet from the beginning
We treat business sale and succession enquiries discreetly. Information is used to understand your circumstances, assess whether there may be a mutual fit and respond to you.
Access is limited to people who reasonably need the information for those purposes. We do not publish your enquiry or use it for general marketing.
Do not initially send detailed financial statements, customer lists, employee records, passwords, tax file numbers or other highly sensitive material. If both parties wish to proceed, appropriate written confidentiality arrangements can be agreed before detailed information is exchanged.
What an initial enquiry means
Submitting an enquiry or speaking with us does not, by itself, create a formal non-disclosure agreement, exclusivity arrangement, agency relationship or obligation for either party to proceed. Any formal confidentiality obligations will be set out in a separate written agreement.
Sharing information during an assessment
If an opportunity progresses, information may need to be considered by professional advisers, potential funding providers or other people involved in assessing or completing a transaction. We will discuss the process with you and use appropriate confidentiality arrangements before sensitive or identifying information is shared.
Privacy
Information we may collect
We may collect the information you provide through the website, by email, by telephone or during later discussions. This can include your name, contact details, business or industry, location, transition plans and other information relevant to a potential acquisition.
How we use it
- To respond to and manage your enquiry.
- To assess whether a potential acquisition may fit our approach.
- To undertake due diligence and progress a possible transaction where agreed.
- To maintain appropriate business, legal and security records.
- To meet legal, regulatory or professional obligations.
Storage, security and retention
We take reasonable steps to protect information from misuse, loss and unauthorised access or disclosure. No internet transmission or electronic storage system is completely secure, so sensitive information should only be provided through an agreed process.
Information is retained only for as long as reasonably needed for the purpose for which it was collected, for legitimate record-keeping, or as required by law. When it is no longer required, we will take reasonable steps to delete or de-identify it.
Access, correction or deletion
You may ask what personal information we hold about you, request a correction, or ask us to delete information where it is no longer reasonably required. Contact enquiries@simpsonprivateequity.com.au. We may need to verify your identity before acting on a request.
General disclaimer
General information only
The information on this website is general in nature. It is not financial, legal, tax, accounting or investment advice and should not be relied upon as a substitute for advice tailored to your circumstances.
No offer or commitment
Nothing on this website is an offer to buy a business, provide funding, raise capital or enter into a transaction. Any acquisition proposal would be subject to matters including further discussion, due diligence, funding, approvals and signed definitive agreements.
Accuracy and availability
We aim to keep the website useful and accurate, but do not guarantee that all information is complete, current or suitable for a particular purpose. Website availability may occasionally be interrupted, and content may be updated without notice.
Independent advice
Business owners should obtain their own independent legal, financial, tax and accounting advice before deciding whether to sell a business or enter into any transaction.